A complete list of active advisors currently associated with Sara-Bay Financial Corp.

Warmer can help you find a great advisor at Sara-Bay Financial Corp. or one who fits your needs even better.

Sara-Bay Financial Corp. primarily serves individual investors — including qualified retirement accounts, trusts, foundations and corporate accounts — through discretionary portfolio management. The firm is a fee-only registered investment adviser that custodies client assets at Charles Schwab and passes transaction costs through to clients; all managed accounts are handled on a discretionary basis. The firm pursues active asset management using its own in-house research and a combination of fundamental and technical analysis to select equities, debt instruments and ETFs tailored to clients’ time horizons and risk tolerances. Sara-Bay offers a range of strategies — including growth, dividend income, blended equity, ultra-low-cost ETF growth and balanced ETF allocations, and fixed income — and discloses it may purchase certain securities for some clients that are not offered to all, subject to suitability. Noteworthy aspects include managing roughly $396.8 million in client assets with a three-advisor team and providing financial planning services at no additional charge as part of its management offering. The firm reports no legal or disciplinary events, maintains a written Code of Ethics and personal-trading oversight, votes client proxies when authorized, and uses Schwab Institutional platforms and Redtail for account servicing and recordkeeping.

To learn more about the advisors currently working at Sara-Bay Financial Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.